See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,174 | $48,230-81.0% | $67,502-86.4% | $80,856-88.7% |
| Participation rate | 97.2% | 66.4%+30.9pp | 72.9%+24.3pp | 67.6%+29.6pp |
| Annual return | 22.81% | 18.28%+4.5pp | 3512.12%-3489.3pp | 35.59%-12.8pp |
| Employer contribution / active EE | $656 | $2,020-67.5% | $2,731-76.0% | $2,755-76.2% |
| Participant deferral / active EE | $2,314 | $2,924-20.9% | $4,000-42.1% | $4,296-46.1% |
| Admin fee / account holder | $8 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |